Anyone else notice that Capital Gains Tax report on Sharesight does not take CGT loss into account on ‘canceled’ stocks?
Realised this for OZL - bought in ~Nov 2022, cancelled on the 2 May 2023 as a result of BHP take-over, which resulted in a capital loss in my case, however, Sharesight Capital Gains Tax report generated (FY23) does not take this amount into the calculation …
Sharesight does report any gains or losses made when the cancellation trade is added on your holding. If you have made a loss, the trade is recorded under the Capital Losses section of the report (assuming the correct date range is set on the CGT report).
Please reach out to us via firstname.lastname@example.org if you require further help on this.
I’ve already contacted sharesight support, if there was a Tix number I would have provided. Please refer to details.